13FBOX
Wellesley Asset Management · 13F 持仓分析
期权收益计算器 机构排行

Wellesley Asset Management

No.2637 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.88亿
环比变动 Q1 2026
+$1.35亿+14.2%
持仓股票数
64
新买入
17
加仓
23
减仓
22
清仓
7
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
BBox
4.32%4.76%$4,703.7万4,954.6万股$4,533.0万5,118.1万股-163.5万股-3.19%减仓
IITRONITRI
3.93%3.61%$4,271.9万4,498.5万股$3,437.6万3,599.5万股+899.0万股+24.98%加仓
BBLACKLINEBL
3.66%3.54%$3,979.3万4,286.7万股$3,369.6万3,692.2万股+594.5万股+16.10%加仓
LLivaNovaLIVN
3.58%3.2%$3,897.3万3,114.6万股$3,050.0万2,760.3万股+354.3万股+12.84%加仓
AAEROVIRONMENTAVAV
3.46%0.82%$3,762.3万3,902.5万股$781.2万791.6万股+3,110.9万股+392.99%加仓
HHaemoneticsHAE
3.36%3.65%$3,657.4万3,788.3万股$3,480.8万3,825.3万股-37.0万股-0.97%减仓
MMERITAGE HOMESMTH
3.05%3.45%$3,320.5万3,228.1万股$3,290.0万3,397.2万股-169.1万股-4.98%减仓
PPG&E CorporationPCG
3.02%3.73%$3,283.1万3,223.0万股$3,554.7万3,408.5万股-185.5万股-5.44%减仓
GGREENBRIER COS
2.82%3.47%$3,064.7万2,699.8万股$3,301.7万2,846.9万股-147.1万股-5.17%减仓
SOUTHERN/THESO
2.78%$3,018.6万3,012.7万股$00股+3,012.7万股新买入
DDOORDASHDASH
2.76%$2,999.3万3,190.2万股$00股+3,190.2万股新买入
PPARSONS DELPSN
2.75%2.94%$2,986.1万3,009.8万股$2,797.5万2,968.5万股+41.3万股+1.39%加仓
Microchip Technology IncorporatedMCHP
2.72%2.91%$2,953.4万2,706.8万股$2,771.5万2,786.9万股-80.1万股-2.87%减仓
GGuidewire SoftwareGWRE
2.67%3.18%$2,901.9万3,189.4万股$3,026.7万3,223.4万股-34.0万股-1.05%减仓
Global PaymentsGPN
2.46%2.81%$2,680.7万2,958.3万股$2,672.7万3,211.3万股-253.0万股-7.88%减仓
DDropboxDBX
2.46%2.09%$2,678.8万2,826.6万股$1,991.5万2,239.7万股+586.9万股+26.20%加仓
TTravere TherapeuticsTVTX
2.42%$2,628.7万2,355.1万股$00股+2,355.1万股新买入
MMERIT MED SYSMMSI
2.4%$2,606.8万2,562.7万股$00股+2,562.7万股新买入
EEnvistaNVST
2.33%2.67%$2,533.5万2,526.3万股$2,540.7万2,541.9万股-15.6万股-0.61%减仓
RREPLIGENRGEN
2.25%2.32%$2,452.3万2,558.7万股$2,211.2万2,448.1万股+110.6万股+4.52%加仓
WWinnebago Industries IncWGO
2.15%2.52%$2,339.5万2,488.1万股$2,399.4万2,651.7万股-163.6万股-6.17%减仓
阿卡迈AKAM
2.12%3.56%$2,307.8万1,968.2万股$3,387.7万2,900.5万股-932.3万股-32.14%减仓
DatadogDDOG
2.12%3.09%$2,303.2万1,602.1万股$2,939.8万3,030.5万股-1,428.4万股-47.13%减仓
EEEFT 0.625 10/01/30 CVT
2.09%$2,272.9万2,700.0万股$00股+2,700.0万股新买入
LLeMaitre VascularLMAT
1.94%2.23%$2,108.4万2,055.8万股$2,121.7万1,983.5万股+72.3万股+3.65%加仓
PProgress SoftwarePRGS
1.92%2.33%$2,091.6万2,104.1万股$2,218.8万2,602.1万股-498.0万股-19.14%减仓
CMS能源CMS
1.9%1.59%$2,070.0万2,050.0万股$1,517.9万1,339.0万股+711.0万股+53.10%加仓
OOmnicell IncOMCL
1.89%1.81%$2,055.6万2,076.6万股$1,725.3万1,912.6万股+164.0万股+8.57%加仓
IINTEGERITGR
1.89%$2,052.8万2,118.6万股$00股+2,118.6万股新买入
LLANTHEUSLNTH
1.58%1.82%$1,713.7万1,187.6万股$1,735.1万1,443.7万股-256.1万股-17.74%减仓
京东JD
1.57%$1,703.4万1,718.5万股$00股+1,718.5万股新买入
NNutanixNTNX
1.47%0.26%$1,599.2万1,617.1万股$249.7万400.0万股+1,217.1万股+304.28%加仓
OON Semiconductor CorporationON
1.44%3.36%$1,568.5万1,296.1万股$3,201.6万3,259.5万股-1,963.4万股-60.24%减仓
SSYNAPTICSSYNA
1.41%3.8%$1,538.6万1,538.6万股$3,615.2万3,432.5万股-1,893.9万股-55.18%减仓
TTETRA TECH NEWTTEK
1.34%0.32%$1,455.4万1,578.2万股$305.6万488.4万股+1,089.8万股+223.14%加仓
LLyftLYFT
0.96%2.07%$1,043.5万990.0万股$1,973.9万1,942.0万股-952.0万股-49.02%减仓
JJazz Investments I Ltd
0.93%0.6%$1,013.7万750.0万股$567.8万550.0万股+200.0万股+36.36%加仓
WWORLD KINECTWKC
0.92%0.63%$1,001.9万917.0万股$598.4万717.4万股+199.6万股+27.82%加仓
Live Nation EntertainmentLYV
0.9%0.47%$984.0万869.0万股$444.9万460.0万股+409.0万股+88.91%加仓
PPPL CAPITAL FUNDING, INC.
0.87%1.14%$951.1万848.0万股$1,088.4万924.9万股-76.9万股-8.31%减仓
BioMarin制药BMRN
0.86%0.41%$937.1万962.4万股$387.5万401.5万股+560.9万股+139.70%加仓
CCHEESECAKE FACTORYCAKE
0.82%0.43%$891.2万900.0万股$409.7万600.0万股+300.0万股+50.00%加仓
FFLUORFLR
0.73%0.35%$795.7万764.5万股$336.4万419.5万股+345.0万股+82.24%加仓
LLCI INDUSTRIESLCII
0.73%1.04%$795.4万720.0万股$992.5万820.0万股-100.0万股-12.20%减仓
AAmphastar Pharmaceuticals IncAMPH
0.71%2.48%$768.7万846.0万股$2,362.3万2,602.6万股-1,756.6万股-67.49%减仓
PPacira BioSciencesPCRX
0.69%0.74%$752.9万752.2万股$701.7万721.9万股+30.3万股+4.20%加仓
EtsyETSY
0.65%$712.1万773.5万股$00股+773.5万股新买入
CCOGENT BIOSCIENCESCOGT
0.59%0.34%$646.8万725.0万股$328.0万462.5万股+262.5万股+56.76%加仓
Alliant能源LNT
0.5%$545.5万650.0万股$00股+650.0万股新买入
AAlarm.comALRM
0.49%0.55%$538.0万562.6万股$522.7万564.9万股-2.3万股-0.41%减仓

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